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Retrieve a Commitment from ERP Integrations Before Acceptance

Objective

To retrieve a commitment that was sent to the ERP Integrations tool before it is accepted for export to the integrated ERP system by an accounting approver.

Background

After a commitment is sent to the ERP Integrations tool for acceptance by an accounting approver, the system locks the commitment and you are NOT permitted to modify it in Procore, until it is either:

  • Accepted for export to the integrated ERP system by your company's designated accounting approver (Note: It must also be successfully synced with the integrated ERP system).
  • OR
    Rejected by the accounting approver. 

However, if you recently sent a commitment to the ERP Integrations tool and realize you need to quickly correct some data, you can use the steps below to retrieve the commitment from the ERP Integrations tool. However, you can only perform these retrieval steps if the accounting approver has not yet responded to the commitment (e.g., submitted an accept or reject response). 

Things to Consider

  • Required User Permission:
    • 'Admin' level permission on the Commitments tool.
  • Limitations:
    • Commitments can only be retrieved from the ERP Integrations tool if it has NOT yet been accepted or rejected by an accounting approver. 
  • Additional Information:
    • After a commitment is successfully retrieved, it is placed into an editable state in the project's Commitments tool.

Steps

  1. Navigate to the project's Commitments tool.
    This reveals the Commitments page.
  2. In the 'Committed - Summary' list, locate the commitment to retrieve.

    For companies that have enabled the ERP Integrations tool to work with an integrated ERP system, color-coded icons appear to help you quickly identify the state of the data. 

    Icon Color Definition
    OLIVE Data has been retrieved from the ERP Integrations tool. 
    OR
    Data has been rejected in the ERP Integrations tool by an accounting approver.
    GREEN Data is synced with a third-party ERP system.
    BLUE Data been sent to the ERP Integrations tool for acceptance by an accounting approver. 
  3. Click View
    This reveals the selected commitment's view page. 
  4. Click Retrieve from ERP (Note: If the button is grayed out and unavailable, you can hover the cursor over the tooltip (?) icon to view the reason its not available). 



    The system removes the commitment from the ERP Integrations tool. It also unlocks the commitment in the project's Commitments tool so you can make the desired changes. 
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Last modified
11:03, 3 Apr 2017

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